Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILVERLAKE WEALTH MANAGEMENT LLC | COM | 1251 | $246,053 | 4,548 | 0.00 | 0.00 | 328 | 7.77 | 03-31-2024 |
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC | COM | 1252 | $243,136 | 4,548 | 0.00 | 0.00 | 888 | 24.26 | 03-31-2024 |
WEST FAMILY INVESTMENTS INC | COM | 1253 | $245,830 | 4,544 | 0.00 | 4,544 | +Inf | 03-31-2024 | |
STRATEGY ASSET MANAGERS LLC | COM | 1254 | $245,687 | 4,541 | 0.00 | 0.00 | 515 | 12.79 | 03-31-2024 |